How to populate the premise info automatically in Order page of CC&B

Question

Hi All,
In CC&B if we are creating a order from order page, whenever we select person information as a existing person and search the person using search button,account information also used to get populate automatically.But at the same time premise info didn't get populate automatically.
If i want to populate the exising premise info also on selection of exisiting person in order page ,how can i do this in CC&B ??
Thanx & Regards
sunil
Edited by: sunil on May 6, 2013 4:10 AM

Answer 1

Are you using the Applicable Campaigns Zone on the Dashboard to generate the Order? If your Campaign uses existing Person and Account and Premise, and it is applicable for the context data, all three will populate automatically if you select that Campaign from the Applicable Campaigns (base CC&B behaviour). An example of a Campaign in the demo data that will populate all three areas is RES SURVEY.
From the Order +, on the Person and Account context menus, only Person and Account will be populated. From the Order + on the Premise Context menu, only the Premise will be populated. If you wanted to populate additional information from Order +, you would have to add CM code to do that, it's not possible by configuration only.